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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
776
Salem Investment Counselors
North Carolina
– -$3.33K -111 Closed
CWM
777
Crowley Wealth Management
Delaware
– -$3.3K -110 Closed
KHC
778
Koesten Hirschmann & Crabtree
Kansas
– -$2.28K -76 Closed
SAS
779
Spurstone Advisory Services
Connecticut
– -$2.25K -75 Closed
MHIP
780
Mountain Hill Investment Partners
New Jersey
– -$1.95K -65 Closed
CT
781
Caldwell Trust
Florida
– -$1.8K -60 Closed
HWA
782
Heartwood Wealth Advisors
Virginia
– -$1.71K -57 Closed
PAM
783
Palisade Asset Management
Minnesota
– -$1.5K -50 Closed
IWM
784
IMG Wealth Management
Florida
– -$1.38K -46 Closed
BP
785
BNP Paribas
France
– -$1.08K -36 Closed
KFP
786
Keener Financial Planning
Texas
– -$1K -34 Closed
CVM
787
Cheviot Value Management
California
– -$923 -32 Closed
CHC
788
City Holding Co
West Virginia
– -$600 -20 Closed
CFO
789
CVA Family Office
Colorado
– -$511 -17 Closed
NC
790
North Capital
Utah
– -$330 -11 Closed
NCM
791
Northwest Capital Management
Oregon
– -$330 -11 Closed
FLFS
792
Family Legacy Financial Solutions
North Carolina
– -$300 -10 Closed
MSG
793
Main Street Group
Virginia
– -$300 -10 Closed
GFWA
794
Grey Fox Wealth Advisors
Delaware
– -$180 -6 Closed
GF
795
GGM Financials
Ohio
– -$150 -5 Closed
TFA
796
Transamerica Financial Advisors
Florida
– -$60 -2 Closed
IIM
797
IFC & Insurance Marketing
California
– +$81 +3 New
PJC
798
Phillip James Consulting
Minnesota
– +$542 +20 New